Client Servicing Administrator

Burgh Recruitment Ltd (Financial Services); London; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A prominent financial services firm in London is seeking a Client Servicing Administrator to provide essential support within their busy office. The role involves managing client relationships, handling technical queries, and ensuring accurate administration using Salesforce. Candidates must have excellent customer service skills and attention to detail, ideally with two years of client servicing experience.

Qualifications

• 2+ years experience in client servicing support role preferred.
• Excellent customer service and relationship management skills.
• Strong attention to detail and ability to problem solve.

Responsibilities

• Liaise with third-party providers for client information.
• Manage client records through CRM software.
• Process client withdrawals, submissions, and onboarding.

Skills

Customer Service

Attention to Detail

Time Management

Problem Solving

Relationship Management

Tools

Salesforce

Microsoft Excel

Microsoft Word

Job description

Social network you want to login/join with:

Burgh Recruitment Ltd (Financial Services)

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

2c390c1273f4

Job Views:

9

Posted:

18.06.2025

Expiry Date:

02.08.2025

Job Description:

Client Servicing Administrator

Location: London/Hybrid

Salary: Up to £38,000, depending on experience + excellent benefit package

Are you an enthusiastic Client Servicing Administrator who could fulfill a vital support function within a busy Financial Services and Wealth Management office?

You will be working as part of a team at a highly respected Partner Practice of St. James’s Place Plc, providing bespoke financial advice and services to a broad range of clients, including individuals, high net worth individuals, families, and businesses.

The Role: Client Servicing Administrator duties include:

• Liaising with third-party providers to gather information for Planners to provide holistic financial planning solutions.
• Building strong relationships with clients and stakeholders, acting as the first point of contact for client administration and technical queries.
• Managing client records via CRM software, Salesforce, ensuring information is current.
• Being the key relationship manager with stakeholders including admin centers.
• Processing client withdrawals, redemptions, and new client money.
• Handling client portfolio changes, rebalancing, and ongoing advice documentation.
• Client onboarding administration.
• Reporting to Planners daily.

The Person: Candidate qualities include:

• Preferably 2+ years of experience in a client servicing support role within a St. James's Place Partner Practice.
• Excellent customer service skills and ability to build rapport.
• Strong attention to detail, problem-solving skills, and ability to think on your feet.
• Good time management and planning skills.
• Proficiency in Excel, Word, and Microsoft Office.
• Confidence in dealing with colleagues and third parties, maintaining discretion.

St. James’s Place plc (SJP) is a leading FTSE 100 Wealth Management company with funds under management exceeding £188.6bn. The company is well-established and successful.

Please note that candidates will undergo standard Financial and Identity checks upon offer.

Application process: When applying, you will be directed to Burgh Recruitment's application site. Ensure you tick the Privacy Policy box and click 'apply to this job'. Confirmation will be sent via email.